Unclaimed Profile

Alexander G Weiss

U.S. FINANCIAL ADVISORS, LLC·BRAINTREE, Massachusetts

SIE, Series 7, Series 24, Series 66CFPClean record16 years registeredU.S. FINANCIAL ADVISORS, LLC

30 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA 02184CRD# 5345503Firm CRD# 108763

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alexander G Weiss · BRAINTREE, MA

Registration

CRD #5345503 · U.S. FINANCIAL ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

NAPIER FINANCIAL

Jul 2025 – present

U.S. FINANCIAL ADVISORS

Apr 2010 – Jul 2025

BRAINTREE, MA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2009 – Mar 2010

ROCKLAND, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · September 22, 2009

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

U.S. FINANCIAL ADVISORS, LLC

CRD 108763 · SEC 801-55953

AUM

$349M

Regulatory assets under management

Employees

612 client accounts

Services offered by U.S. FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at U.S. FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Alexander G Weiss offer?

Alexander G Weiss specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BRAINTREE, Massachusetts for a consultation.

What are Alexander G Weiss's credentials?

Alexander G Weiss holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Alexander G Weiss located?

Alexander G Weiss is based in BRAINTREE, Massachusetts, working with U.S. FINANCIAL ADVISORS, LLC. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.

How does Alexander G Weiss charge for services?

Alexander G Weiss's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is U.S. FINANCIAL ADVISORS, LLC?

U.S. FINANCIAL ADVISORS, LLC has approximately 12 employees and manages $349M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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